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Disclosery

EVERPAR ADVISORS LLC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERPAR ADVISORS LLC on SRE, newest first. How the timeline and the estimate are built.

EVERPAR ADVISORS LLC held 2,932 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,932 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $271,826.

    13F-HR 0001951757-26-000936 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,972 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $288,789.

    13F-HR 0001951757-26-000658 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,965 shares
    Change vs previous 13F -1,156 shares

    0.1% of the 13F portfolio, value $261,780.

    13F-HR 0001951757-26-000020 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,121 shares
    Change vs previous 13F -64 shares

    0.15% of the 13F portfolio, value $370,808.

    13F-HR 0001951757-25-001165 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,185 shares
    Change vs previous 13F +216 shares

    0.14% of the 13F portfolio, value $317,097.

    13F-HR 0001951757-25-000581 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,969 shares
    Change vs previous 13F -1,264 shares

    0.15% of the 13F portfolio, value $283,228.

    13F-HR 0001951757-25-000377 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,233 shares
    Change vs previous 13F -393 shares

    0.23% of the 13F portfolio, value $459,039.

    13F-HR 0001951757-25-000033 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,626 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $470,502.

    13F-HR 0001951757-24-000980 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).